Topics covered: Growth Drivers in Chinese Education Sector, Gainful Employment Clarification, Enrollment and Retention Trends, Economic Recovery and Enrollment Trends
Companies covered: ATA Inc. (NASDAQ:ATAI), New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), ChinaEdu Corporation, Rosetta Stone (NYSE:RST), Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Blucora, Inc. (NASDAQ:BCOR), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Ladenburg Thalmann Financial Services Inc (AMEX:LTS), Universal Technical Institute Inc (NYSE:UTI), Strayer Education, Inc. (NASDAQ:STRA), K12 Inc (NYSE:LRN), Grand Canyon Education, Inc. (NASDAQ:LOPE), Lincoln Educational Services Corporation (NASDAQ:LINC), H&R Block, Inc. (NYSE:HRB), GP Strategies Corporation (NYSE:GPX), Franklin Covey Company (NYSE:FC), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Moody's Corporation (NYSE:MCO), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS)
Topics covered: Water Infrastructure Development, Water Industry Consolidation, Regulatory Headwinds for U.S. Utilities, Irrigation and Metering Technology
Companies covered: Calgon Carbon Corporation (NYSE:CCC), Aqua America, Inc. (NYSE:WTR), California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), American Water Works (NYSE:AWK), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN), Deere & Company (NYSE:DE), Middlesex Water Company (NASDAQ:MSEX), Connecticut Water Service, Inc. (NASDAQ:CTWS), GreenHunter Resources, Inc. (AMEX:GRH)
Topics covered: Health Care Growth Sectors Identified, Health Care Consolidation Activity, Cost Reduction and Improving Efficiencies, Cost Reduction Amid Reimbursement Uncertainty
Companies covered: AcelRx Pharmaceuticals, Inc. (NASDAQ:ACRX), Enzo Biochem, Inc. (NYSE:ENZ), Navidea Biopharmaceuticals, Inc. (NYSEAMERICAN:NAVB), CEPHEID (NASDAQ:CPHD), Thermo Fisher Scientific Inc (NYSE:TMO), Sequenom, Inc. (NASDAQ:SQNM), Siemens AG (OTCMKTS:SIEGY), Quidel Corporation (NASDAQ:QDEL), Luminex Corporation (NASDAQ:LMNX), Life Technologies Corporation, Laboratory Corporation of America Holdings (NYSE:LH), Johnson & Johnson (NYSE:JNJ), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Genomic Health, Inc. (NASDAQ:GHDX), Abbott Laboratories (NYSE:ABT), Walgreen Co., MedAssets, Inc. (NASDAQ:MDAS), ICON plc (NASDAQ:ICLR), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Agilent Technologies, Inc. (NYSE:A)
Topics covered: Value Oriented Strategy, Value Investing, Longer-Term Investing, Investing in China, Investing in Asia, High-Quality Companies, Exposure to Emerging Markets, Equity Investing Strategies, Deep-Value, China's Domestic Markets, Bottom-Up Stock Selection, Asia Pacific Investment Theses
Companies covered: Starbucks Corporation (NASDAQ:SBUX), Siemens AG (OTCMKTS:SIEGY), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Macy's Inc (NYSE:M), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ)
Topics covered: Solar Growth Drivers and Headwinds, Solar Energy Pricing, Regulatory Headwinds for U.S. Utilities, Grid Parity Timelines for Alternative Energy, Government Subsidies and Regulation, Asia Pacific Demand for Solar Energy, Alternative Energy Generation
Companies covered: WGL Holdings Inc (NYSE:WGL), UGI Corporation (NYSE:UGI), Integrys Energy Group (NYSE:TEG), TransAlta Corporation (NYSE:TAC), Questar Corporation (NYSE:STR), Sempra Energy (NYSE:SRE), South Jersey Industries, Inc. (NYSE:SJI), Scana Corporation (NYSE:SCG), ONEOK, Inc. (NYSE:OKE), NRG Energy, Inc. (NYSE:NRG), NewJersey Resources Corporation (NYSE:NJR), NiSource, Inc (NYSE:NI), National Fuel Gas Company (NYSE:NFG), MDU Resources Group, Inc. (NYSE:MDU), Alliant Energy Corporation (NYSE:LNT), ITC Holdings Corp. (NYSE:ITC), AGL Resources, Inc. (NYSE:GAS), Entergy Corporation (NYSE:ETR), EQT Corporation (NYSE:EQT), Energen Corporation (NYSE:EGN), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), CenterPoint Energy, Inc. (NYSE:CNP), AmeriGas Partners, L.P. (NYSE:APU), The AES Corporation (NYSE:AES), Ormat Technologies, Inc. (NYSE:ORA), Ballard Power Systems, Inc. (NASDAQ:BLDP), Westport Innovations Inc (NASDAQ:WPRT), Lennox International, Inc. (NYSE:LII), Johnson Controls, Inc. (NYSE:JCI), First Solar, Inc. (NASDAQ:FSLR), Smith (A.O.) Corporation (NYSE:AOS), ADA-ES Inc., Synthesis Energy Systems, Inc. (NASDAQ:SYMX), W.R. Grace & Co. (NYSE:GRA), EnerNOC, Inc. (NASDAQ:ENOC), Dow Inc. (NYSE:DOW), Bunge Limited (NYSE:BG), Clean Energy Fuels Corp. (NASDAQ:CLNE), Chart Industries, Inc. (NASDAQ:GTLS), Amyris, Inc. (NASDAQ:AMRS), PetroChina Company Limited (NYSE:PTR), Echelon Corporation (NASDAQ:ELON)
